WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 32 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,587 | -35.9% | 1,380 | -34.5% | 0.00% | – |
| Q2 2023 | $97,653 | -85.9% | 2,107 | -85.7% | 0.00% | -100.0% |
| Q1 2023 | $691,868 | -19.1% | 14,779 | -19.0% | 0.00% | -50.0% |
| Q4 2022 | $854,877 | +57.4% | 18,254 | +38.5% | 0.00% | +100.0% |
| Q3 2022 | $543,000 | -0.9% | 13,181 | +10.9% | 0.00% | 0.0% |
| Q2 2022 | $548,000 | +140.4% | 11,886 | +909.0% | 0.00% | – |
| Q1 2022 | $228,000 | +286.4% | 1,178 | 0.0% | 0.00% | – |
| Q4 2021 | $59,000 | +18.0% | 1,178 | +11.6% | 0.00% | – |
| Q3 2021 | $50,000 | -2.0% | 1,056 | 0.0% | 0.00% | – |
| Q2 2021 | $51,000 | +4.1% | 1,056 | 0.0% | 0.00% | – |
| Q1 2021 | $49,000 | +8.9% | 1,056 | 0.0% | 0.00% | – |
| Q4 2020 | $45,000 | -28.6% | 1,056 | -36.2% | 0.00% | – |
| Q3 2020 | $63,000 | -4.5% | 1,656 | -3.8% | 0.00% | – |
| Q2 2020 | $66,000 | -45.5% | 1,721 | -51.5% | 0.00% | – |
| Q1 2020 | $121,000 | – | 3,548 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joseph Group Capital Management | 219,272 | $10,084,000 | 10.10% |
| Legacy Wealth Planning, LLC | 146,777 | $6,750,000 | 9.68% |
| Urban Wealth Management, LLC | 750 | $34,000 | 0.11% |
| Asset Dedication, LLC | 13,843 | $636,000 | 0.09% |
| GREAT VALLEY ADVISOR GROUP, INC. | 27,545 | $1,267,000 | 0.07% |
| LPL Financial LLC | 100,606 | $4,627,000 | 0.00% |
| Parallel Advisors, LLC | 1,642 | $76,000 | 0.00% |
| Private Advisor Group, LLC | 5,237 | $241,000 | 0.00% |
| American Portfolios Advisors | 848 | $39,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 7,227 | $332,000 | 0.00% |